USER SETUP

2 This guide will show you how to add a new user or edit an existing one with Mifos X System How to add new user or edit an existing one?

3 Step One: Go to Users You can go to Users by opening Admin tab and select Users. This is how the user chart is looking: There are 4 columns: First Name, Last Name, and Office. Tip: Use the filter to find the user you need faster. Click on a user’s name to view his more information and edit it.

4 Step Two: Create a User Click on the icon in the top-right corner of the Users screen in Admin tab First you must fill all of these fields to start creating new user.

5 Step Two Continued For passwords you have two options: -Auto generate password -Write one yourself, but first you have to uncheck Auto generate password box After finishing password you have to select user’s home office: Finally you have to give the user at least one role: To select more than one hold the Ctrl key After you have filled everything click the Submit button.

6 Step Three: Edit User Just click on the user’s name in Users in Admin tab. You have 3 buttons at your disposal to edit his profile: -Edit -Delete -Change Password

7 Step Three Continued Click on the button at the top-right of the page After you have went to the editing screen you can change: -Username -First name -Last name Also you can change Staff which will report to this user by using the drop- down menu: Here you can also Add or Remove user’s Roles: Remember: To select more than one hold the Ctrl key Click Submit button after changes

8 Step Three Continued You can transfer user account from one office to another by using the drop-down menu Navigate to Users in Admin tab select a user by clicking on his name. After that click button at the top-right of the page. This will appear as pop-up window in which you have to fill Password and Repeat password and after that click Submit. Navigate to Users in Admin tab select a user by clicking on his name. After that click button at the top-right of the page. Click Confirm.

9 Questions?

10 Thank you for your attention! 1